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Salesforce AP-212 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Partner Management10%- Manage partner program participation
- Configure loyalty partners and relationships
- Set up partner earning and redemption rules
Topic 2: Analytics and Reporting10%- Monitor loyalty metrics and KPIs
- Analyze member engagement and program performance
- Use Loyalty Management reporting features
Topic 3: Member Management20%- Create and manage loyalty program members
- Configure member tiers and benefits
- Manage member enrollment and registration
- Implement member lifecycle stages
Topic 4: Loyalty Management Fundamentals15%- Identify key business outcomes loyalty management drives
- Explain loyalty program types and structures
- Describe the core concepts of loyalty management
Topic 5: Loyalty Program Configuration25%- Configure earning and redemption rules
- Implement program mechanics and journey milestones
- Set up loyalty programs, rules, and promotions
- Design tier structures and qualification criteria
Topic 6: Points and Rewards Management20%- Manage loyalty currency (points) operations
- Process point transactions (earning, redeeming, adjusting)
- Implement point expiration and adjustment rules
- Configure reward types and catalogs

Salesforce Loyalty Management Accredited Professional Sample Questions:

Question #1

A new promotion named "Summer Sales" within the Loyalty Program will introduce program members to the promotional campaign and send email communication to the qualified members via Marketing Cloud.
Which the customer Data Platform (CDP) package available, which two options will need to be performed within the org to achieve the required action with minimal configuration effort in mind?

  • A. Create a new segment within CDP.
  • B. Create a custom report using "Salesforce reports".
  • C. "Add Segments" within the "Promotion Segments" section of the "Summer Sales" Promotion
  • D. Add the Segmented "Loyalty program members" to a new "Campaigns".
Reveal Solution  Discussion  0

Correct Answer: A,C  🗳️

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Question #2

What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?

  • A. Reporting Enabled (Boolean)
  • B. Created Date
  • C. Current Member Count
  • D. Last Modified Date
Reveal Solution  Discussion  0

Correct Answer: B,D  🗳️

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Question #3

A Customer Support Manager noticed that the customers support team's performance decreased since the company rolled out the Loyalty Program. The customer Support Agents complain that finding information about the Loyalty Program Member takes a lot of the time.
What is the standard solution to display the information regarding the Loyalty?
Program Member on the case detail page?

  • A. Develop a custom component
  • B. Embed Loyalty Member Profile Cards
  • C. Create a Screen Flow
  • D. Create formula fields on Case Object
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

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Question #4

Ursa Major Solar has recently rolled out its Loyalty Program. The customer support agents need access to Loyalty Program Member's information. The System Administrator at Ursa Major Solar has placed the Loyalty Members Profile Cards on the Lightning Record Page, and all access is granted; however, it is still not visible on the page.
What setting is missing and preventing the visibility of the pages?

  • A. Setup the Member NPS Dashboard
  • B. Setup the Loyalty Program as Primary
  • C. Setup the Member Preferences Embedded Dashboard
  • D. Setup the Member Summary Embedded Dashboard
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

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Question #5

A hotel group has implemented a Loyalty Member Portal for its program members, but some members are experiencing issues accessing their Loyalty Program-specific records on the portal.
What should an Administrator do to ensure the Loyalty members can access Loyalty record information when using the portal?

  • A. Ensure the 'Allow using customer profiles for self-registration, user creation, and login' is enabled
  • B. In the Partner Account record, 'Enable Customer User" on the Contact associated
  • C. For the Loyalty Member, 'Enable Customer User' on the Contact or "Enable Partner User' on the Account
  • D. Ensure the Allow using standard external profiles for self-registration, user creation, and login' is enabled
  • E. Using Experience Cloud sharing sets, specify Account as the object of your sharing set
Reveal Solution  Discussion  0

Correct Answer: C,E  🗳️

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